Our Advisers
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I am a Financial Adviser based in Auckland with over 10 years’ experience in the finance industry. I have done my NZ Certificate in Financial Services (Level 5) and am also B.com graduate majoring in Banking & Finance. I believe the one of the most important skills as an adviser is to be a ...
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Stephen has been working with his clients for 35 years, having started his business in July 1978. As a long-time member of the Professional Advisers Association (now part of Financial Advice NZ), he also served as a Board Member for a five year term. Claire Percy is our Operations Manager and als...
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I am a Financial Adviser with over 20 years experience and are deeply passionate about helping clients protect what’s important to them and assisting in their wealth creation. Having completed previous roles as a self employed broker, within Life companies and the BNZ, I am perfectly positioned ...
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Sally Bisset is a Financial Adviser and is based in the SHARE Dunedin office with SHARE advisers Richard Thomas, Rowan Shanks and Josh Cuttance. She is a member of Financial Advice NZ. Figuring out what type and how much insurance you need to protect yourself and your family can be mind boggling! Th...
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Marcus is a qualified Financial Adviser, obtaining his NZ Certificate in Financial Services specialising in investment services and Life and Health insurance. Marcus also gained his qualification in New Zealand as a registered New Zealand Nurse. He has valuable experience in businesses where he ...
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After gaining his degree in Economics and Accounting at Canterbury University Graeme joined the life insurance and investment industry in Dunedin in 1978 and has enjoyed some 20 years in sales and senior executive roles in Christchurch, Wellington and Palmerston North before returning to his finan...
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Hamish joined the SHARE Hawkes Bay team in May 2016 specialising as an Insurance and Mortgage Adviser:
- Personal Insurance – Life, Trauma, Total and Permanent Disability, Income, Mortgage Protection and Health Insurance.
- Business Insurance – Shareholder Buyout Agreements,...
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Meet Liv, a passionate personal insurance adviser and a mother or three. With an extensive background in hospitality, Liv knows the importance of providing exceptional service and building strong relationships with her clients. She has a deep understanding of the challenges families face and the nee...
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James is an expert in the financial advice field. Here is how: • An unparalleled Financial Markets background • An Honours Degree in Economics • Offices in Tauranga and Auckland • Not tied to any Financial Provider, Bank, Fund Manager or Insurer. • Very approachable ...
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Aaron brings over 20 years of experience in the insurance industry, where he has developed a deep understanding of risk management and client-focused advice. His career is built on a foundation of preparation and strategy, guiding him to deliver meaningful and practical solutions for his clients. ...
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Sonja joined SHARE in May 2016, however, she has been adviser within the Financial Service industry since 2000. Sonja is originally from Germany but has been in living in New Zealand since 1985. Sonja’s main focus is personal risk insurance, she can give advice on KiwiSaver and Booster investme...
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Hey there! I’m a Level 5 Qualified Financial Adviser with SHARE based in Hawkes Bay. I have been in the Insurance Industry for over 17 years in various roles from Business Development Manager to Adviser. During my time in the corporate space, I’ve been fortunate to have experience assisting w...
Insurance 
Investments 
KiwiSaver 
Fire & General 
Mortgages 
